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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1501
Tradition Wealth Management
Minnesota
$720K -$27.6K -59 -4%
ICP
1502
Interchange Capital Partners
Pennsylvania
$719K -$198K -424 -28%
VHAM
1503
Van Hulzen Asset Management
California
$718K +$51.4K +110 +8%
AWA
1504
Arete Wealth Advisors
Illinois
$715K -$63.1K -135 -8%
GCM
1505
Gables Capital Management
Florida
$715K
WWM
1506
Wolff Wiese Magana
California
$715K +$57K +122 +9%
WIA
1507
Wealthstreet Investment Advisors
Texas
$714K
CANC
1508
Culbertson A N & Co
Virginia
$711K +$7.01K +15 +1%
PFG
1509
PAX Financial Group
Texas
$706K +$244K +521 +54%
PFBT
1510
Parkside Financial Bank & Trust
Missouri
$703K +$32.3K +69 +5%
KPW
1511
Kore Private Wealth
New York
$701K -$216K -463 -24%
RWA
1512
Redhawk Wealth Advisors
Minnesota
$700K -$190K -406 -22%
PFS
1513
Prospera Financial Services
Texas
$698K -$23.4K -50 -3%
LWP
1514
Lumature Wealth Partners
Georgia
$696K +$360K +770 +111%
Cohen & Steers
1515
Cohen & Steers
New York
$695K +$136K +290 +25%
WCM
1516
Windward Capital Management
California
$694K -$36K -77 -5%
VC
1517
Veracity Capital
Georgia
$692K -$29.4K -63 -4%
ALAM
1518
Asahi Life Asset Management
Japan
$691K -$1.05M -2,250 -61%
RFA
1519
Reilly Financial Advisors
California
$689K +$26.2K +56 +4%
BCM
1520
BTR Capital Management
California
$685K -$11.7K -25 -2%
FFA
1521
Founders Financial Alliance
North Carolina
$683K -$63.1K -135 -9%
BAS
1522
Brown Advisory Securities
Maryland
$682K -$63.1K -135 -9%
HPC
1523
Hobart Private Capital
North Carolina
$680K -$18.2K -39 -3%
WAG
1524
Winthrop Advisory Group
Massachusetts
$676K +$49.5K +106 +8%
SFG
1525
Sather Financial Group
Texas
$673K